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Lockheed Martin

2,315 hedge funds and large institutions have $97B invested in Lockheed Martin in 2022 Q4 according to their latest regulatory filings, with 326 funds opening new positions, 828 increasing their positions, 865 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

254% more first-time investments, than exits

New positions opened: 326 | Existing positions closed: 92

73% more funds holding in top 10

Funds holding in top 10: 60104 (+44)

27% more capital invested

Capital invested by funds: $76.1B → $97B (+$20.9B)

21% more call options, than puts

Call options by funds: $2.95B | Put options by funds: $2.43B

9% more funds holding

Funds holding: 2,1292,315 (+186)

0.67% more ownership

Funds ownership: 74.51%75.18% (+0.67%)

4% less repeat investments, than reductions

Existing positions increased: 828 | Existing positions reduced: 865

Holders
2,315
Holders Change
+186
Holders Change %
+8.74%
% of All Funds
37.21%
Holding in Top 10
104
Holding in Top 10 Change
+44
Holding in Top 10 Change %
+73.33%
% of All Funds
1.67%
New
326
Increased
828
Reduced
865
Closed
92
Calls
$2.95B
Puts
$2.43B
Net Calls
+$513M
Net Calls Change
-$172M
Name Holding Trade Value Shares
Change
Change in
Stake
MTIC
2201
Missouri Trust & Investment Company
Missouri
$66K
EWM
2202
Endurance Wealth Management
Rhode Island
$65K -$33.5K -72 -35%
ACA
2203
Atlas Capital Advisors
Wyoming
$64.7K +$1.86K +4 +3%
EA
2204
Evolution Advisers
Virginia
$64K
TC
2205
Tacita Capital
Ontario, Canada
$63K
HS
2206
Horan Securities
United States
$62.3K +$1.86K +4 +3%
TCM
2207
Tradewinds Capital Management
Washington
$62.3K +$19.1K +41 +47%
TF
2208
TimeScale Financial
Massachusetts
$59.1K
JEST
2209
JTC Employer Solutions Trustee
Jersey
$57K
PWS
2210
Paragon Wealth Strategies
Florida
$55.7K
PP
2211
PrairieView Partners
Minnesota
$55K -$5.58K -12 -10%
EARNEST Partners
2212
EARNEST Partners
Georgia
$55K
MRCM
2213
M&R Capital Management
New Jersey
$52.1K +$15.8K +34 +47%
ASBI
2214
American State Bank (Iowa)
Iowa
$51.1K +$6.04K +13 +14%
IWP
2215
IAG Wealth Partners
Wisconsin
$51K +$465 +1 +1%
OCM
2216
Osterweis Capital Management
California
$50.1K +$36.2K +78 +312%
PCC
2217
Park Circle Company
Maryland
$48.6K
BHWM
2218
Beaird Harris Wealth Management
Texas
$48.6K +$38.1K +82 +456%
WIM
2219
Westside Investment Management
California
$48.3K
RWPA
2220
Richard W. Paul & Associates
Michigan
$47.2K +$45.1K +97 New
CNBTD
2221
Citizens National Bank Trust Department
Mississippi
$47K -$11.6K -25 -21%
PSB
2222
Piscataqua Savings Bank
New Hampshire
$46.7K
IAS
2223
IMA Advisory Services
Colorado
$46.2K +$7.43K +16 +20%
CA
2224
Corrado Advisors
New Jersey
$46.2K +$44.1K +95 New
EE
2225
EWG Elevate
California
$45.4K +$43.2K +93 New

LMT Hedge Fund Activity: Q4 2022 in Review

2,315 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q4 2022, worth a combined $97B — up 27% from $76.1B a quarter earlier.

Buyers outnumbered sellers: 326 funds opened new LMT positions and 92 closed out — a net gain of 234 holders — while 828 added to existing stakes and 865 trimmed.

The largest buyer was Bank of America, adding an estimated $796M. The largest seller was Capital World Investors, cutting an estimated $698M.

  • 2,315 institutional investors held Lockheed Martin (LMT) as of Q4 2022, up from 2,129 in Q3 2022.
  • Funds reported $97B of Lockheed Martin stock for Q4 2022, up 27% quarter-over-quarter.
  • 326 funds opened new Lockheed Martin positions in Q4 2022 and 92 closed out, a net change of +234 holders.
  • The largest Lockheed Martin buyer in Q4 2022 was Bank of America, an estimated $796M added.
  • The largest Lockheed Martin seller in Q4 2022 was Capital World Investors, an estimated $698M sold.

Based on aggregated 13F filings for Q4 2022.